Charlene Scoles, a longtime employee of Tulsa wealth management firm AmeriTrust, has been promoted to senior compliance officer for Argent Fiduciary Consulting Services (AFCS). Both AmeriTrust and AFCS are subsidiaries of Ruston, Louisiana-based Argent Financial Group.
In this role, Scoles will be responsible for all aspects of compliance for the Argent Trust Company. She will continue to be based in Tulsa, reporting directly to Chief Compliance Officer Amy Rhodes.
Scoles had served as a securities analyst since joining AmeriTrust in 2006. In that role, she managed financial portfolios and accounts, providing client support, as well as regulatory research and compliance guidance.
“Charlene has been a valued and indispensable member of the AmeriTrust team for many years, and we’re honored that she’s accepted this key position,” Rhodes said. “We know she’ll bring a high level of commitment and dedication to this important work for Argent.”
Before joining AmeriTrust, Scoles was an agency supervisory officer at McCaskill Financial Group in Tulsa from 2004 to 2006. During her time there, she handled supervisory and compliance administration of all financial activities within the agency, including supervision of around 125 registered representatives across five states. In 2006, her peers at the company nominated her to receive the Robert W. Llewallen Memorial Award, given annually to a person who consistently provided exceptional help and support to members of the agency during the year.
“I feel lucky to work for such an outstanding, team-oriented organization where I’ve been able to bloom professionally,” Scoles said. “Compliance is my professional ‘happy place’ and I can’t wait to get started in this new role.”
Scoles earned her bachelor of science in business administration from Montana State University in 1987, with additional emphasis in accounting, psychology, marketing and computer programming. She holds a current Series 65 designation from the North American Securities Administrators Association (NASAA), and also previously held the Series 24, Series 7, Series 63 and Series 66 designations from the Financial Industry Regulatory Authority (FINRA). She also previously held a State of Montana Life, Disability & Health Insurance License and a State of Oklahoma Life, Disability & Health Insurance License, and was an Institute of Business and Finance Certified Fund Specialist.
About AmeriTrust Corporation
AmeriTrust Corporation is part of the Argent Financial Group family of companies and was formed in 1997 in Tulsa, Oklahoma. The company provides investment management and trust management and administration services, as well as financial planning through a sister company, AmeriTrust Investment Advisors, Inc. AmeriTrust Corporation is responsible for more than $730 million in client assets. For more information, visit www.ameritrusttulsa.com.
About Argent Financial Group
Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $30 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit www.ArgentFinancial.com.
